Skip to main content

Retirement Group, LLC

SEC CIK
0001740491
Latest filing
Apr 30, 2024

BBDC holding history

Barings BDC, Inc. in every 13F filed by Retirement Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BBDC overviewAll 13F holders of BBDCFull Q1 2024 holdings

Shares (Q1 2024)
63,043
Value
$586.3K
% of portfolio
0.2%
Quarters held
9
Since Q1 2022
Holdings of BBDC by Retirement Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 202463,043$586.3K0.2%+82+0.1%AddedHolders
Q4 202362,961$540.2K0.2%+10,399+19.8%AddedHolders
Q3 202352,562$468.3K0.2%+10,471+24.9%AddedHolders
Q2 202342,091$330.0K0.1%+86+0.2%AddedHolders
Q1 202342,005$334.0K0.2%+18,511+78.8%AddedHolders
Q4 202223,494$191.0K0.1%+7,504+46.9%AddedHolders
Q3 202215,990$132.0K0.1%−2,397−13.0%ReducedHolders
Q2 202218,387$171.0K0.1%+8,642+88.7%AddedHolders
Q1 20229,745$101.0K<0.1%+9,745NewHolders